{"_id":"591b85187e8242250066bda5","project":"5429beef1163360800ed31fa","user":"5840bbe4c6c9322300273fff","version":{"_id":"5429beef1163360800ed31fd","__v":22,"project":"5429beef1163360800ed31fa","createdAt":"2014-09-29T20:19:59.904Z","releaseDate":"2014-09-29T20:19:59.904Z","categories":["5429beef1163360800ed31fe","55e74e1f5d36b32b002563fa","55e7500a73169617001f2e86","55e76b8196131b2f00bf4b72","55e89569cdbb8a350096df9c","55f8935eb089b71700a8364e","55f8a67d3bb4bb0d0022d093","55f9dbefc7ef770d00d9bf6d","5601c21a22ecf60d002b27b3","5601c21ff12aee0d001bb06e","5601c2256c7b610d00280db5","5601c22c22ecf60d002b27b4","5603738d0c78b00d0039af47","5626f70bfcbbc621004ebf52","566f7a1ae144ab0d00e9732f","566f85ca7820960d00c3b93d","56708ce43a32d20d00c45cbf","56708d436995210d003aad8e","5736471abe10a9200030732c","57a82c7aff9bd30e00a6f1c1","591b8500e3992319007190f4","5a3718305c66a60012d960ba"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"591b8500e3992319007190f4","__v":0,"version":"5429beef1163360800ed31fd","project":"5429beef1163360800ed31fa","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2017-05-16T23:02:24.610Z","from_sync":false,"order":9999,"slug":"self-serve-platform","title":"Self-Serve Platform"},"parentDoc":null,"__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2017-05-16T23:02:48.360Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":0,"body":"We offer the following forms of payments within the self-serve platform:\n\n * **Credit / debit cards**: Every time an advertiser runs a campaign, Polymorph will debit from their credit or debit cards. \n * **ACH transfers**: Buyers can transfer funds directly from their bank accounts to your bank account\n * **Post-paid credits**: We also allow you to offer credits to your most trusted partners/buyers, which means they pay for their campaigns after the execution using traditional invoicing methods.\n[block:api-header]\n{\n \"title\": \"Credit / Debit Cards\"\n}\n[/block]\n**By default, any new advertisers added to the self-serve platform will be able to pay with their credit or debit card.** If your advertisers wish to add a credit card to their account, have them follow the below instructions:\n\n1. Log into the self-serve console\n2. On the right hand side, click on your email address and a drop down menu will appear\n3. Click on **Settings**\n4. Next to Payment Method, click **Add Credit Card**\n[block:image]\n{\n \"images\": [\n {\n \"image\": [\n \"https://files.readme.io/3f849f2-credit-card-payment.png\",\n \"credit-card-payment.png\",\n 800,\n 469,\n \"#20b396\"\n ]\n }\n ]\n}\n[/block]\n\n[block:api-header]\n{\n \"title\": \"ACH Transfers\"\n}\n[/block]\nTo set up an advertiser with ACH transfers, please contact us to enable the setting in the advertisers' account.\n\nYou can use your own payment gateways like Plaid, Stripe, or Braintree, and we will configure them with your master account so all the payment transactions will go through your payment gateways to your own bank accounts.\n[block:api-header]\n{\n \"title\": \"Post-Paid Credits\"\n}\n[/block]\nIf you wish to offer your advertisers the option to pay later, you can offer and manage post-paid credits for your advertisers with the following steps:\n\n1. Log into the self-serve console\n2. On the right hand side, click on your email address and a drop down menu will appear\n3. Click on **Settings**\n4. Next to Private Exchange Management, click **Postpaid Advertisers**\n[block:image]\n{\n \"images\": [\n {\n \"image\": [\n \"https://files.readme.io/c174469-postpaid-advertisers.png\",\n \"postpaid-advertisers.png\",\n 802,\n 677,\n \"#23a98f\"\n ]\n }\n ]\n}\n[/block]\n## FAQs \n\n**Q: How do I add an advertiser to my postpaid credits program?**\nA: Select an advertiser from the dropdown menu, enter in a credit limit for their account, the date you wish you invoice them, and how often you wish to renew their credits and invoice them for the previous term. You can choose net 30 or net 60. Click the **+Add** button\n\n**Q: How long is the credit limit good for?**\nA: The credit limit is valid for the net term period. We offer a Net 30 or Net 60 payment term.\n\n**Q: Do postpaid credits roll over to the next period if the advertiser doesn't use all of their postpaid credits during the 30 or 60 period?**\nA: No, the postpaid credit limit will always be the amount you set it to at the start of every period.\n\n**Q: How do I mark the postpaid credit as paid?**\nA: As payments are paid offline, you must mark the invoices as paid in our system by clicking the $ symbol.\n\n**Q: What does \"settle bill\" on the the $ symbol mean?**\nA: By clicking on the $ symbol, you are informing the Polymorph system that the bill is paid and the advertiser will continue receiving postpaid credits in the following period.\n\n**Q: Why has my advertiser's account been shut down?**\nA: If your advertiser has not paid their bill or if you did not settle the bill by clicking the $ symbol within the 30 or 60 day term, the advertiser will not be able to access their self-serve account until the bill is settled.\n\n**Q: What if I want to remove an advertiser from my postpaid credits program?**\nA: You may discontinue postpaid credits for an advertiser at any time. To do so, click on the **Trash** icon on the right hand side for the advertiser you wish to remove. They will automatically be placed into offline manual invoicing/payments. If the advertiser would like to pay via credit or debit card, please contact us to re-enable that option.","excerpt":"For self-serve advertisers","slug":"payment-types","type":"basic","title":"Payment Types"}

Client Support

Self-Serve Platform

Billing

Payment Types

For self-serve advertisers

We offer the following forms of payments within the self-serve platform:
* **Credit / debit cards**: Every time an advertiser runs a campaign, Polymorph will debit from their credit or debit cards.
* **ACH transfers**: Buyers can transfer funds directly from their bank accounts to your bank account
* **Post-paid credits**: We also allow you to offer credits to your most trusted partners/buyers, which means they pay for their campaigns after the execution using traditional invoicing methods.
[block:api-header]
{
"title": "Credit / Debit Cards"
}
[/block]
**By default, any new advertisers added to the self-serve platform will be able to pay with their credit or debit card.** If your advertisers wish to add a credit card to their account, have them follow the below instructions:
1. Log into the self-serve console
2. On the right hand side, click on your email address and a drop down menu will appear
3. Click on **Settings**
4. Next to Payment Method, click **Add Credit Card**
[block:image]
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[/block]
[block:api-header]
{
"title": "ACH Transfers"
}
[/block]
To set up an advertiser with ACH transfers, please contact us to enable the setting in the advertisers' account.
You can use your own payment gateways like Plaid, Stripe, or Braintree, and we will configure them with your master account so all the payment transactions will go through your payment gateways to your own bank accounts.
[block:api-header]
{
"title": "Post-Paid Credits"
}
[/block]
If you wish to offer your advertisers the option to pay later, you can offer and manage post-paid credits for your advertisers with the following steps:
1. Log into the self-serve console
2. On the right hand side, click on your email address and a drop down menu will appear
3. Click on **Settings**
4. Next to Private Exchange Management, click **Postpaid Advertisers**
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## FAQs
**Q: How do I add an advertiser to my postpaid credits program?**
A: Select an advertiser from the dropdown menu, enter in a credit limit for their account, the date you wish you invoice them, and how often you wish to renew their credits and invoice them for the previous term. You can choose net 30 or net 60. Click the **+Add** button
**Q: How long is the credit limit good for?**
A: The credit limit is valid for the net term period. We offer a Net 30 or Net 60 payment term.
**Q: Do postpaid credits roll over to the next period if the advertiser doesn't use all of their postpaid credits during the 30 or 60 period?**
A: No, the postpaid credit limit will always be the amount you set it to at the start of every period.
**Q: How do I mark the postpaid credit as paid?**
A: As payments are paid offline, you must mark the invoices as paid in our system by clicking the $ symbol.
**Q: What does "settle bill" on the the $ symbol mean?**
A: By clicking on the $ symbol, you are informing the Polymorph system that the bill is paid and the advertiser will continue receiving postpaid credits in the following period.
**Q: Why has my advertiser's account been shut down?**
A: If your advertiser has not paid their bill or if you did not settle the bill by clicking the $ symbol within the 30 or 60 day term, the advertiser will not be able to access their self-serve account until the bill is settled.
**Q: What if I want to remove an advertiser from my postpaid credits program?**
A: You may discontinue postpaid credits for an advertiser at any time. To do so, click on the **Trash** icon on the right hand side for the advertiser you wish to remove. They will automatically be placed into offline manual invoicing/payments. If the advertiser would like to pay via credit or debit card, please contact us to re-enable that option.